Capital Analysts, LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on EPD, newest first. How the timeline and the estimate are built.
Capital Analysts, LLC held 121,380 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 121,380 sharesChange vs previous 13F -16,520 shares
0.1% of the 13F portfolio, value $4,461,000.
13F-HR 0001624758-26-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 137,900 sharesChange vs previous 13F -2,630 shares
0.14% of the 13F portfolio, value $5,218,000.
13F-HR 0001624758-26-000005 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 140,530 sharesChange vs previous 13F +2,320 shares
0.12% of the 13F portfolio, value $4,505,000.
13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 138,210 sharesChange vs previous 13F +4,900 shares
0.13% of the 13F portfolio, value $4,322,000.
13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 133,310 sharesChange vs previous 13F -8,670 shares
0.14% of the 13F portfolio, value $4,134,000.
13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 141,980 sharesChange vs previous 13F -3,130 shares
0.18% of the 13F portfolio, value $4,847,000.
13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 145,110 sharesChange vs previous 13F -290 shares
0.18% of the 13F portfolio, value $4,551,000.
13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 145,400 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $4,233,000.
13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).